Kathryn "Kate" Freeman Senior Wealth Advisor, Wilmington Trust

Kathryn "Kate" Freeman is a Managing Director and Senior Wealth Advisor at Wilmington Trust, a prominent firm specializing in high-value services for affluent individuals and families. With over 20 years of professional experience, Freeman has established herself as an experienced and trusted wealth advisor.2

Professional Background

Kate Freeman's extensive career spans various sectors of the financial industry:

• Commercial and Investment Banking: She has significant experience in these areas.14
• Institutional Sales: Freeman has worked in this field, contributing to her comprehensive understanding of financial markets.14
• Business Management: Her background includes management roles, enhancing her leadership skills.14

Previous Roles

Before joining Wilmington Trust, Kate held management positions at several notable firms:

• A.H. Williams & Co.
• Legg Mason
• Brown & Connery LLP16

Current Role and Responsibilities

As a Senior Wealth Advisor at Wilmington Trust, Kate Freeman:

• Provides customized financial and legacy planning solutions for successful families.23
• Focuses on building long-term relationships with high-net-worth individuals and families.1
• Offers comprehensive wealth management advice, including personal trust, financial planning, fiduciary services, asset management, and private banking.1

Expertise

Freeman's expertise lies in developing and implementing strategies to increase, preserve, and transfer wealth for ultra-high-net-worth families.1 Her role involves collaborating with clients to provide seamless, sophisticated wealth planning and management services.

Kate Freeman's appointment at Wilmington Trust was part of a significant expansion in 2019, where the firm added 12 new wealth advisors and strategists across core U.S. markets.15 This move was designed to enhance Wilmington Trust's client-focused approach and expand its presence in various communities.